Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Dennis HarkenCitizens Securities, Inc.PNC Investments01-29-2009
Eric John DochertyCitizens Securities, Inc.PNC Investments04-20-2009
Travis Matthew AllredCitizens Securities, Inc.PNC Investments07-01-2009
Nathan Andrew KaufmanCitizens Securities, Inc.PNC Investments11-09-2009
Lenny SalvatorelliCitizens Securities, Inc.PNC Investments12-01-2009
Zane Jason MichalskiCitizens Securities, Inc.PNC Investments$1012-21-2009
Geetu MistryCitizens Securities, Inc.PNC Investments03-08-2010
Jeffrey Lyn SlavichCitizens Securities, Inc.PNC Investments05-06-2010
Joseph John Betten Jr.Citizens Securities, Inc.PNC Investments05-20-2010
Kenneth Bruce Lundquist Jr.Citizens Securities, Inc.PNC Investments08-25-2010
Corrine Renee ClarkCitizens Securities, Inc.PNC Investments10-25-2010
Maurice Ervin Miller Jr.Citizens Securities, Inc.PNC Investments01-05-2011
Katy DeMarco BiddleCitizens Securities, Inc.PNC Investments02-07-2012
Lucy Ann Marie SowersCitizens Securities, Inc.PNC Investments06-11-2012
Nick Panos StavropoulosCitizens Securities, Inc.PNC Investments07-02-2012
Stephen SalavantisCitizens Securities, Inc.PNC Investments08-08-2012
Mark Richard WeibelCitizens Securities, Inc.PNC Investments$10008-23-2012
Tanner Lynn BranamCitizens Securities, Inc.PNC Investments09-01-2012
James Marks BowerCitizens Securities, Inc.PNC Investments09-27-2012
Jeremy J. KoenigCitizens Securities, Inc.PNC Investments01-28-2013
Bobbie L. CosgroveCitizens Securities, Inc.PNC Investments02-11-2013
Russell W. StricklerCitizens Securities, Inc.PNC Investments02-12-2013
Kenneth Richard WrightCitizens Securities, Inc.PNC Investments02-12-2013
Zachary S. ReinhartCitizens Securities, Inc.PNC Investments02-19-2013
Katrina M. CollinsCitizens Securities, Inc.PNC Investments02-26-2013
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Showing 1 to 25 of 114 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.